We specialize in working with clients seeking sustainable income and growth of their assets. Unlike a generalist, Femi Shote, CFP, ChFC, CLU, AIF (RetireWiseCFP.com) and Accredited Investment Fiduciary, focuses on creating and managing personalized portfolios using individual securities i.e. preferreds, growth, value, dividend-paying stocks, and bonds not mutual funds or expensive annuities to help our clients successfully capture risks that generate expected returns and limit risks that do not.
He believes your plan and portfolio should be clear, flexible, and should also perform with selected high-quality companies we can understand. We avoid opaque and complex instruments that introduce unnecessary risk and that would not permit us to put your best interest first at all times.
Independent Custodian: Fidelity Institutional Wealth Services
Licensed in these states: MA, VA
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